We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
301
United Capital Financial Advisors
Texas
$1.14M -$4.94K -96 -0.5%
MFC
302
Morris Financial Concepts
South Carolina
$1.13M +$388K +7,538 +57%
MGW
303
MB Generational Wealth
Washington
$1.13M -$3.5K -68 -0.3%
BAM
304
BOS Asset Management
Illinois
$1.11M +$24.6K +477 +2%
BCM
305
Basso Capital Management
Connecticut
$1.11M
PS
306
Principal Securities
Iowa
$1.1M +$97.6K +1,896 +10%
IPW
307
Intergy Private Wealth
Colorado
$1.09M -$15.1K -293 -1%
RWM
308
Rockwood Wealth Management
Pennsylvania
$1.08M
FA
309
Fiducient Advisors
Illinois
$1.08M +$2.01K +39 +0.2%
MWP
310
Meredith Wealth Planning
Illinois
$1.08M -$875 -17 -0.1%
BJL
311
Brighton Jones LLC
Washington
$1.05M +$11.9K +232 +1%
NHC
312
Nicholas Hoffman & Company
Georgia
$1.04M
SIM
313
Studio Investment Management
Illinois
$1.04M +$186K +3,619 +23%
PIFP
314
Partners in Financial Planning
Virginia
$1.03M +$1.08K +21 +0.1%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$29.5K +573 +3%
VAG
316
Vannoy Advisory Group
Texas
$1.02M -$10.4K -203 -1%
DWM
317
Dakota Wealth Management
Florida
$997K
KWM
318
Keebeck Wealth Management
Illinois
$957K
PB
319
Pinnacle Bancorp
Nebraska
$957K
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$943K -$7.72K -150 -0.9%
CB
321
Commerce Bank
Missouri
$940K +$146K +2,845 +20%
KCPG
322
Kavar Capital Partners Group
Kansas
$915K -$863K -16,772 -50%
BSWA
323
Bromfield Sneider Wealth Advisors
Massachusetts
$910K +$194K +3,764 +29%
SFPM
324
Sensible Financial Planning & Management
Massachusetts
$904K
CCFM
325
Clear Creek Financial Management
Washington
$896K +$60.2K +1,169 +8%